Mohammed Khan
Variable Agency Development
Mumbai,Maharashtra
Summary
To grow in the Insurance & Financial Service Industry using my technical and leadership skills and be a part of the team that excels in achieving the assigned tasks towards the growth of organization, which gives me utmost service satisfaction. Known for delivering record-breaking revenue and profit gains within highly competitive market.
Equally effective at identifying opportunities, developing focus,
My expertise in New Team Building and HNI Sales Investment portfolio,
I bring with me over 15+ years of Progressive experience with company like Reliance Nippon Life, Bajaj Allianz Life,PNB Metlife & Future Generali Life.
Location Preference: Vasai, Thane, Mumbai
Overview
14
14
years of professional experience
1
1
Language
Work History
Area Manager - CDA Channel ( Variable Agency )
Reliance Nippon Life Insurance Co Ltd
Branch Location - Mira Road / Vasai / Goregaon & Thane
12.2021 - Current
- Developing Variable Agency / Channel Development Associate from scratch. Energies the team for high rated activity for TM / BM / RM / CDA / ME / Advisor recruitment, Guided The sales team for mass presentation.
- Handling Employee Team of 10 Managers with Six Territory Manager ,Two Sourcing Branch Manager and Two Relationship Manager in CDA Channel for Mumbai Thane.
- Acquire customers and generate the targeted amount of Life Insurance premium and Deliver Complete Product Information to Customers
- Search, identify & conduct daily sales calls for financial planning sessions with clients
Chief Branch Head - Variable & Agency Channel
Bajaj Allianz Life Insurance Co. Ltd.
Branch Location - Vasai & Mira Road East
09.2017 - 12.2021
- Sales Team Handling (Business Sales Managers / Agency Sales Officers - Variable Agency / Agency Development Partners and Insurance Consultant)
- Creating Agency Sales Officer- Variable agency / New ADP Hiring from Existing Insurance Market MDRT / CA / MF / Stock Brock also Competition Life Insurance & General Insurance Company
- Acquire customers and generate the targeted amount of Life Insurance premium, deliver complete product information to Customers
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company
- Motivating & boosting the team to achieve the targets
- Come up with new ideas to improve the team performance.
Branch Manager - Insurance Manager ( IM Channel )
Future Generali India Insurance Co Ltd
Branch Location - Malad
12.2016 - 09.2017
- Team Handling IM Channel (Sales Managers & Insurance Manager)
- Creating New IM Hiring from Existing Insurance Advisory agent data from Competition Life Insurance, Health Insurance & General Insurance Company
- Acquire customers and generate the targeted amount of Life Insurance premium, deliver complete product Information to Customers
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company
- Motivating & boosting the team to achieve the targets.
Executive Business Manager - ( IM Channel )
PNB MetLife India Insurance Co Ltd
Branch Location - Goregaon
04.2008 - 12.2016
- Team Handling (Insurance Manager’s & Financial Advisors)
- Creating New IM Hiring from Existing Insurance Advisory agent data from Competition Life Insurance, Health Insurance & General Insurance Company
- Acquire customers and generate the targeted amount of Life Insurance premium
- Deliver Complete Product Information to Customers
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company
Skills
MS Office, Word, Excel, MS Outlook & Power Point,
Expertise in Internet Digital marketing
Accomplishments
Active participant in all “SUCSESS” Contests in our Clusters.
- Pan India Ranked Number ONE Performer in CDA Variable Agency New Business achievement Parameter - New Traditional Business Collection Achievement of 1.55 Crores in JFM'22 . TOP AM Award Winners from Mr. Ashish Vohra - Executive Director and Chief Executive Officer of Reliance Nippon Life Insurance Company Limited
- STAR Awards Agency for being recognized and Pan India Ranked Number ONE Performer in Agency Business Quality Parameter achievement. BAJAJ ALLIANZ EXCELLENCE AWARD from Mr. Sanjeev Bajaj, Chairman & Mr. Tarun Chugh, MD/CEO of Bajaj Allianz Life.
- Achieve a Top Branch Head Trophy from Mr. Manish Sangal - Agency Head & Mr. Amit Dave (SR VP BALIC) in Year of OCT-2018 Bajaj Allianz Life.
- Achieved a Bajaj Allianz Regional Annual Awards for TOP Branch Manager: 2018 and (many Awarded)
- Achieved a Best Branch Manager Award 2015-16 From Zonal Head - PNB MetLife India Insurance
- Qualified for Agency Achiever Congress in Licensing, Activisation, NOP, and Premium for Continuous Record Break 5 Years (2010-2014) from PNB MetLife .
- Achieved an “Agency Conference Award-2013 held at Thailand in Oct 2013, From PNB MetLife Insurance
- Achieved a Top 3 SM Pan India Director’s Trophy in Year of 2012 from Managing Director, MetLife India Insurance .
- Achieved a Presidents International Conference Award from Mr. Rajesh Relan - Managing Director MetLife India Insurance held on Barcelona SPAIN & Zurich, Switzerland in June 2011
- Achieved a “National KIP Conference – Top Ten Manger Award” 06th October 2010, from Mr. Preetinder Chadha , Dy Director Training & Mr. Sameer Bansal, Director Agency of MetLife India.
- Achieved an “EMPEROR OF PREMIUM” and “Lord of the Premium” Director’s Trophy in Year of 2009-10 from Mr. Rajesh Relan - Managing Director, MetLife India Insurance.
- Qualified for Licensing King Trophy (Pan India No.1) in Year 2008 Achieved IRDA Licensed 31 Advisors in 1st months and 27 Activation.
Promotion & Growth
Financial Advisor, Agent → CBM - CWAD Verifiable Agency → Sales Manager → Sr Sales Manager → Sr Business Manager → Branch Manager in PNB MetLife and many Increment Fixed Salary growth ( 3.25Lacs to 9.75Lacs ) in PNB MetLife India Insurance Co Ltd.
ACADEMIC QUALIFICATION
Passed BA with First class in March-2014
Passed H.S.C with First class in 1999
Passed SSC with Second class in 1997
Timeline
Area Manager - CDA Channel ( Variable Agency )
Reliance Nippon Life Insurance Co Ltd
12.2021 - Current
Chief Branch Head - Variable & Agency Channel
Bajaj Allianz Life Insurance Co. Ltd.
09.2017 - 12.2021
Branch Manager - Insurance Manager ( IM Channel )
Future Generali India Insurance Co Ltd
12.2016 - 09.2017
Executive Business Manager - ( IM Channel )
PNB MetLife India Insurance Co Ltd
04.2008 - 12.2016